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FULL AGENDA PACKET_2021-05-18
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FULL AGENDA PACKET_2021-05-18
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Clerk of the Council
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5/18/2021
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STIFEL <br />Betsy Kiehn Betsy Kiehn joined Stone & Youngberg (now Stifel) in 2004. She directs the pricing and <br />Head of Municipallnsrirurional marketing of tax-exempt and taxable municipal issues underwritten by Stifel making <br />Soles, Doding & Underwriting <br />Role: Co -Lead Underwriter <br />San Francisco CA <br />(41S) 364-2/91 <br />bkiehn@stifel.corn <br />Benjamin Stern <br />Managing Director <br />Role. Co -Lead Underwriter <br />Los Angeles, CA <br />(213)443-5225 <br />bste rn @ stife Lcon <br />Marcus Peters <br />Viet? President <br />Role. Co Lead Underwriter <br />San Francisco CA <br />(415) 364-6842 <br />petersm@stifeLcom <br />commitments on nearly 200 new issues totaling more than $5 billion each year. In addition, Ms. <br />Kiehn manages Stifel's short -terra underwriting and variable rate remarketing efforts — a book <br />of 75 issues totaling $1.3 billion. <br />BS — University of Vermont <br />Ben Stern directed all underwriting at one of Stifel's predecessor firm, De La Rosa & Co. He has <br />28 years of municipal experience and directs the pricing and marketing of tax-exempt and <br />Laxable municipal issues uriderwriLLen by Stifel from our Los Angeles municipal syndics Le desk. <br />Ben has underwritten more than 5235 billion of municipal financings over the course of his <br />career. Ben has lead all of the firm's successful POB underwritings in California over the past <br />few years. <br />BA & MBA— University of California, Los Angeles <br />Marcus Petrrs joined Stifel in rarly 2017 with over 5 years of experience in the industry. His <br />previous experience includes being a municipal credit analyst supporting an 580 billion <br />municipal bond portfolio as well as a bond insurance underwriter and credit analyst. <br />BA— University of California, Irvine, MBA — Carnegie Mellon University <br />City Council <br />23 — 230 <br />5/18/2021 <br />City of Santa Ana I Proposal to Provide Underwriting Services Appendix C <br />
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